Do you see yourself in the clients we serve?

Like many of our clients, you might be described as financially savvy and successful. You have worked hard all your life, been a disciplined saver and always lived within your means. Outward displays of your wealth are not apparent to the casual observer because you consider it a personal matter and you enjoy your privacy.

You want a financial advisor who works as hard as you do. You want a financial advisor you can trust. You want an advisor that lives locally and knows you personally. Above all, you want a financial advisor that is always available to offer personal financial guidance face to face. At Laguna Wealth Services, we are proud to fill this important role.

Families

We help families address the many financial matters they face, balancing today’s needs with the goals of tomorrow. Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.

Young professionals

We help young professionals clarify their goals and map out a long-term plan for the milestones ahead – such as buying a home, paying for their children’s college educations, and saving for retirement. We stress the importance of establishing good financial habits and implementing the right strategies – controlling debt, prioritizing needs, building an emergency fund, having insurance protection and contributing to a company retirement plan.

Retirees

We help retirees with a personalized plan designed to preserve their wealth and mitigate the impact of market risk, taxes and inflation. This includes having a withdrawal strategy to strike a balance between the need for monthly income and making their money last. We also review important matters such as Social Security and Medicare. Plus, we collaborate with their legal and insurance professionals on an estate plan, life insurance and long-term care.

Business owners

We understand the challenges business owners face and offer advice and solutions designed to take their business to the next level. We help with important matters such as asset protection, cash management, company retirement plans, insurance, financing, succession planning and, of course, their eventual retirement.

We work with small business owners on 401(k) plan design to maximize the benefits available to them. We also offer investment banking services through Raymond James, a full-service investment bank with national and international capabilities providing expertise in mergers and acquisitions, including buy-side and sell-side assignments.

Riskalyze^® risk assessment tool

The Riskalyze assessment tool is cutting-edge technology that pinpoints your acceptable level of risk. With it, we can help ensure that the risk in your portfolio aligns with your investment goals and expectations.

Take a moment to take the free Riskalyze test.